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The Heart of Giving Part II: Effective and Efficient Charitable Giving

Sheri Iannetta Cupo, CFP® -
9

The Heart of Giving Part I: Meaningful Charitable Giving

Sheri Iannetta Cupo, CFP® -
0

Personal Finance: Rising Tax Rates May Not Sink the Roth Conversion

Sheri Iannetta Cupo, CFP® -
49

Feel-Good Holiday Gift Giving (Hint: It’s Not About the Stuff)

Sheri Iannetta Cupo, CFP® -
3

Dimensional Fund Advisors: Questioning Authority Since 1981

Sheri Iannetta Cupo, CFP® -
5

Personal Finance – Passive Investing Turns 40-ish

Sheri Iannetta Cupo, CFP® -
2

Personal Finance: Integrating Your Health and Your Wealth

Sheri Iannetta Cupo, CFP® -
0

Boo! The Lurking 3.8% Medicare (Medi-scare) Surtax

Sheri Iannetta Cupo, CFP® -
43

Personal Finance: Fixed Income Factors in a Rough-and-Tumble Market

Sheri Iannetta Cupo, CFP® -
2

Personal Finance: Fixed Income – Should I Stay or Should I...

Sheri Iannetta Cupo, CFP® -
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